Loan Officer Life: Hustle, Heart and Homeownership

Episode Summary:

In his third visit to the podcast, Bruce Gehrke, senior leader on the J.D. Power Mortgage team, joins Brian Vieaux to unpack fresh data from the in-progress 2025 Mortgage Origination Satisfaction Study.

With three out of four survey waves completed, Bruce shares real-time insights into how borrower behavior is continuing to shift, and what that means for loan officers trying to build sustainable, referral-worthy bus...

In this raw, no-filter episode of Loan Officer Life, I sat down with Marine Corps veteran and mortgage advocate Sam Royer—one of the loudest and most persistent voices behind the push for the HELPER Act.

What followed wasn’t a scripted chat.

It was a gut-level conversation about purpose, policy, and the real human cost of political inaction.

Sam isn't a lobbyist.

He’s not a politician.

He’s just a guy who saw a gaping hole in our system...

For our 150th episode, we’re going back to the roots—and looking ahead.

Brian sits down with Rick Hill, President of MISMO, and Amy Moses, who leads business development and engagement at MISMO, for a crash course every loan officer should hear.

What is MISMO, really?
Why does it matter to the work you do every day?
And how is it quietly shaping the future of our industry—from faster closings to smarter AI?

You’ll hear about:

Teaching vs. Chasing: How Loan Officers Can Win the Realtor Game with Geoff Zimpfer

What happens when a former Tony Robbins coach who now teaches thousands of loan officers how to grow with intent joins Loan Officer Life? You get a conversation packed with gold.

In this episode, I sat down with Geoff Zimpfer, host of Mortgage Marketing Radio and one of the most respected voices in the mortgage space when it comes to scaling agent re...

Loan Officer Life – Hustle, Heart, and Homeownership
Episode: Meet Natalie Overturf – Culture, Content & Competing with the Bigs

In this high-energy, real-talk episode, Brian Vieaux sits down for the first-ever face-to-face conversation with mortgage industry leader Natalie Overturf, EVP at CMG Home Loans. What starts as a virtual handshake turns into a powerhouse discussion on:

✅ Building a sustainable mortgage career in a tough ...

Show Notes:Guest: Jason Frazier – Mortgage Strategist, Creator of Growth Notes, Co-Author of The Green Zone

ProjectTopics Covered:

[00:00] Brian welcomes Jason Frazier with humor and gratitude

[02:00] The origin story: how Jason influenced Brian to start podcasting

[06:30] The evolution of “Growth Notes” and the idea behind daily growth content

[11:00] Why Jason now says “growth” instead of “marketing” – and why it matters

[14:30] Creat...

It’s here — the FIRST sponsored episode of Loan Officer Life, and we’re bringing the fire with none other than Scott Hudspeth, founder of MLO Live and host of the electric RETR Morning Show.

In just 90 days, Scott and I have gone from strangers to fast friends — texting, collaborating, and now, launching something truly game-changing for mortgage professionals.

This episode is jam-packed with takeaways for any Loan Officer ready to g...

The Art of Showing Up: How Loan Officers Win with Education, Technology, and Consistency

In this powerful live session, Brian Vieaux, President & COO of FinLocker, teams up with content coach and speaker Kyle Draper to deliver an energizing and tactical webinar for loan officers who want to thrive—not just survive—in today's housing market.

🚀 Part 1: The KeySteps Demo + Buyer Vision Report

Brian kicks things off by showcasing...

Why Engaging Borrowers at the "Point of Thought" Changes Everything | Loan Officer Life ft. Bruce Gehrke, J.D. PowerIn this powerful episode of Loan Officer Life: Hustle, Heart & Homeownership, host Brian Vieaux sits down with Bruce Gehrke, Senior Director of Financial Services Intelligence at J.D. Power, to unpack groundbreaking insights from the 2024 Mortgage Origination Satisfaction Study—insights that every loan officer, br...

In this episode of Loan Officer Life: Hustle, Heart & Homeownership, Brian Vieaux welcomes Jake Vermillion from Mortgage Champions for a candid, tactical, and energizing conversation about what separates top-performing loan officers from those simply surviving today’s tough market.

As someone who works with lenders and loan officers across the country, Jake shares firsthand insights into what’s really driving results right now—a...

The Power of Mortgage Advocacy (MAA Spotlight)Welcome to this powerful episode of Loan Officer Life: Hustle, Heart & Homeownership, where we’re diving head-first into one of the most important, yet under-discussed aspects of our industry: mortgage advocacy.Whether you’re a new loan officer or a seasoned originator, this conversation will redefine how you see your role—not just as a mortgage professional, but as a homeownership ...

In this insightful and authentic episode, Brian Vieaux sits down with Devin Dubuc, National Sales Director at Premier Lending, for a conversation that bridges past experience with future-focused strategies.Devin opens up about his recent intentional journey into professional communities and masterminds, despite being a seasoned veteran in the industry. Together, they explore why human connection remains the most powerful strategy, ...

Episode Summary:

In this powerful episode of Loan Officer Life: Hustle, Heart & Homeownership, Brian sits down with social media prospecting coach  @michellebermanmikel , founder of Berman Media Social. Michelle unpacks the true meaning of leverage on social media—not for vanity metrics, but to create real relationships that turn into real clients.From her background as a collegiate swimmer to CrossFit athlete, wife, mom, and e...

Summary:In this episode, the conversation revolves around the journey of Carlos Scarpero, a loan officer who has successfully leveraged YouTube to connect with veterans seeking VA loans. Carlos shares insights on understanding the audience, creating relevant content, and using YouTube as a business development tool. He emphasizes the importance of answering specific questions from the audience and discusses his strategies for conve...

Keywords:NextGen Homebuyer Report, financial literacy, trust in lending, Gen Z homebuyers, mortgage industry insights, homeownership education, loan officer strategies, First Home IQ, housing finance, community engagementSummary:In this conversation, Kristen Messerli discusses the latest NextGen Homebuyer Report, highlighting key insights about the current state of homebuyer trust, financial literacy, and the differences between Ge...

🎙 Episode Overview

In this episode of FinTech Fridays, host Brian Vieaux sits down with Michael Vandi, Founder of Addy AI, to discuss how artificial intelligence is transforming the mortgage industry.

Michael shares his journey from Freetown, Sierra Leone to Carnegie Mellon, his time at AWS & NASA, and how a side project led him to create an AI-powered loan processing platform.

💡 Key Topics Discussed:

✅ Michael’s background – Fr...

Summary

In this episode of FinTech Fridays, Brian Vieaux speaks with Abdel Khawatmi about the intersection of technology and mortgage lending. They discuss the importance of client engagement, navigating market fluctuations, and the role of technology in enhancing the client experience. Abdel shares insights on his approach to communication, the tools he uses to streamline processes, and the significance of building long-term relati...

Summary

In this episode of FinTech Fridays, Brian Vieaux interviews Chris Merakian, who leads enterprise sales for Trust Engine. They discuss the evolution of Trust Engine from Mortgage Coach, the importance of data in enhancing the loan officer experience, and how personalized marketing strategies can create meaningful consumer engagement. Chris emphasizes the need for loan officers to have relevant conversations with clients, leve...

Summary In this episode of FinTech Fridays, Brian Vieaux speaks with Lynn Goss about the Divorce Lending Association and the significant opportunities within the divorce lending market. They discuss the importance of education and certification for loan officers, the emotional complexities of working with clients going through divorce, and the need for compliance and professionalism in this niche. Lynn emphasizes the value of empa...